Creating Group Head - Family Member relationship structure for insurance business
Hi,
I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele.
In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients are stored like this
Family Group - Mr. ABC (Group) [with unique Group Code AB01]
Family Members - 1. Mr. ABC (Group Head) [with Group Code AB01]
2. Mrs. DEF (Wife of Group Head) [with Group Code AB01]
3. Ms. XYZ (Child 1) [with Group Code AB01]
Every Group is given a unique group code . e.g. for above case, group code - AB01
Two achieve this in Zoho CRM, I have created two custom modules - Groups & Family Members and other custom fields for storing their personal , contact & other information.
In custom module "Groups", the record will be created as -
AB01 ABC ........& other info
In custom module "Family Members", the record will be created as -
AB01 ABC ........& other info
AB01 DEF........... & other info
AB01 XYZ........... & other info
Is this the right way to go about it ? How do i achieve this linking & relationship between two modules through a Group Code ? If my user is in "Groups" module, if the record is clicked and opened, it should also show its family members in the info. How do I achieve this using lookup fields, multi-look field & related lists ? Need some inputs and thoughts from community.
Thanks,
Tushar Arya
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
aryatushar2
Muhammad Usman Khan
Michael Trow
Anil
Pheranda Nongpiur
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー